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Principal SmallCap Value II Instl (PPVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.01+0.07 (+0.59%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.89%
5-Year Average Return9.97%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Jun 25, 2024)39.20%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return39.20%
Worst 3-Yr Total Return3.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPPVIXCategory
YTD1.56%26.79%
1-Month4.48%-1.77%
3-Month2.66%4.45%
1-Year23.30%71.02%
3-Year4.73%9.35%
5-Year11.50%12.17%
10-Year8.03%9.95%
Last Bull Market25.79%28.07%
Last Bear Market-12.08%-24.24%

Annual Total Return (%) History

Year
PPVIXCategory
2024
N/AN/A
2023
20.01%N/A
2022
-9.24%N/A
2021
32.34%N/A
2020
3.62%4.02%
2019
23.19%21.43%
2018
-14.39%-15.46%
2017
6.92%8.54%
2016
25.28%25.99%
2015
-4.01%-6.71%
2014
6.07%3.34%
2013
39.20%36.22%
2012
17.70%16.00%
2011
-5.77%-4.45%
2010
27.46%26.17%
2009
32.34%31.32%
2008
-37.04%-32.24%
2007
-8.97%-6.08%
2006
20.56%16.27%
2005
7.70%6.40%
2004
N/A21.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
20233.44%5.08%-3.34%14.22%
2022-1.78%-12.08%-5.03%10.66%
202119.12%5.27%-1.83%7.51%
2020-35.49%19.46%2.36%31.34%
201913.11%2.06%0.38%6.30%
2018-2.20%5.97%1.79%-18.85%
2017-0.46%-0.69%5.02%2.99%
20161.08%2.77%7.56%12.13%
20154.25%0.52%-10.26%2.06%
20141.68%3.30%-6.61%8.13%
201312.54%3.38%8.65%10.12%
201211.92%-4.34%6.19%3.53%
20118.07%-2.87%-22.29%15.51%
201010.78%-11.15%11.08%16.58%
2009-16.29%23.19%23.87%3.61%
2008-7.72%-6.04%-0.45%-27.06%
20072.59%3.04%-6.83%-7.56%
200613.94%-4.01%0.61%9.56%
2005-2.56%2.46%5.82%1.94%
2004-3.13%14.92%N/AN/A

Rank In Category (By Total Return)

YTD67
1-Month53
3-Month60
1-Year56
3-Year28
5-Year35

Load Adjusted Returns

1-Year23.30%
3-Year4.73%
5-Year11.50%
10-Year8.03%